Free template
Insulation estimate and invoice templates
Insulation is priced per square foot at a target R-value, with air sealing and removal separate. These spreadsheets come set up for that, with working totals, tax and deposit, and an example attic air sealing and blown-in insulation to start from.
Free, no sign-up. Works in Excel, Google Sheets and Apple Numbers.
What's in the template
The example line items for a attic air sealing and blown-in insulation. Prices are illustrative only; replace them with your own.
| Item | Qty | Unit | Unit price | Taxable | Line total |
|---|---|---|---|---|---|
| Air sealingTop plates, penetrations and attic hatch | 1 | job | $850.00 | N | $850.00 |
| Blown-in fiberglass to R-49Added over existing insulation | 1,200 | sq ft | $1.45 | Y | $1,740.00 |
| Attic bafflesSoffit vent baffles | 24 | ea | $6.00 | Y | $144.00 |
| Insulated hatch coverWeatherstripped | 1 | ea | $145.00 | Y | $145.00 |
| Remove old insulationVacuum removal, only if contaminated | 0 | sq ft | $1.75 | N | $0.00 |
| Subtotal (before tax) | $2,879.00 | ||||
| Deposit (25%) | $719.75 | ||||
| Balance | $2,159.25 | ||||
The spreadsheet adds sales tax on lines marked Y once you enter your rate, and has spare rows for more items.
How to use it
- 1Download the template. Download the insulation estimate or invoice (.xlsx). It opens in Excel, Google Sheets and Apple Numbers.
- 2Add your company and customer. Fill in the shaded company, customer and service-address cells, and set the document number and date.
- 3Replace the example lines. The example is a attic air sealing and blown-in insulation. Insulation is priced per square foot at a target R-value, with air sealing and removal separate. Change the items, quantities and unit prices to your own; line totals and the subtotal update automatically.
- 4Set tax and deposit. Mark each line taxable (Y) or not (N), enter your sales tax rate, and set the deposit percent (the example uses 25%).
- 5Review terms and send. Edit the terms to match your policies, save a copy for the customer, and export to PDF to send.
Tips for insulation estimates
- State the target R-value in the line description so customers can compare bids.
- Leave optional removal at quantity 0 so it shows as a possible extra without adding to the total.
- Check the DOE's recommended R-values for your climate zone when setting the target.
Insulation terms included
- Target R-value and depth markers are documented with photos after install.
- Utility rebates, if any, are the customer's to claim; we provide the documentation.
Plus standard validity and payment terms. Edit all of them to match your policies and local law.
FAQ
Insulation template questions
Have a question we didn't cover? Book a demo and ask a product specialist.
Why is removal at zero quantity?
It shows the price for removal without adding it to the total. Enter the area if the old insulation has to come out.
How do I document R-value?
Photograph the depth rulers and attach them to the invoice. Many rebate programs ask for them.
Do the formulas work in Google Sheets?
Yes. The line totals, subtotal, taxable amount, tax, deposit and balance use standard functions (SUM, SUMIF, ROUND, IF) that work in Excel, Google Sheets and Numbers.
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